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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

895 managers (914 13F filers) reported a position in SOFI shares at 2025-09-30, 633,515,127 shares in all. 244 filers opened a position and 79 filers sold out during the quarter.

Managers
895
13F filers
914
New
244
Added
298
Reduced
233
Sold out
79
Shares held by filers
633,515,127

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arax Advisory Partners10,670$282K<0.01%+2,76313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC10,663$282K0.14%new13F-HRTimeline
Jacobi Capital Management LLC10,565$279K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC10,550$279K0.17%new13F-HRTimeline
Venture Visionary Partners LLC10,476$277K0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,450$276K0.16%-20013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,387$274K<0.01%new13F-HR/ATimelineGroup
GTS SECURITIES LLC10,227$270K0.01%new13F-HRTimeline
Avion Wealth10,220$270K0.06%+6313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,127$268K0.02%new13F-HRTimeline
Meadowbrook Wealth Management, LLC10,075$266K0.28%13F-HRTimeline
Rooted Wealth Advisors, Inc.10,483$265K0.08%new13F-HRTimeline
Cordgrass Capital Advisors, LLC10,000$264K0.07%013F-HRTimeline
Trueblood Wealth Management, LLC10,000$264K0.1%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,945$263K0.01%new13F-HRTimeline
Accuvest Global Advisors9,739$257K0.16%-10,92613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,648$255K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC9,586$253K<0.01%new13F-HRTimeline
GAMMA Investing LLC9,564$253K0.01%+1,00613F-HRTimeline
Trinity Financial Advisors LLC9,413$249K0.07%new13F-HRTimeline
Cassaday & Co Wealth Management LLC9,400$248K0.01%new13F-HRTimeline
Fortis Capital Management LLC9,383$248K0.03%new13F-HRTimeline
Dash Acquisitions Inc.8,000$247K0.05%new13F-HRTimeline
Parallel Advisors, LLC9,352$247K<0.01%-4,87713F-HRTimeline
Frank, Rimerman Advisors LLC9,335$247K0.02%new13F-HRTimeline
HBK Sorce Advisory LLC8,629$242K0.01%new13F-HR/ATimeline
Optiver Holding B.V.in group Optiver Holding B.V.9,133$241K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC9,011$238K0.02%new13F-HRTimeline
Zullo Investment Group, Inc.9,000$238K0.09%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT8,983$237K0.04%new13F-HRTimeline
Focus Financial Network, Inc.8,906$235K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,892$235K0.03%new13F-HRTimeline
HB Wealth Management, LLC8,874$234K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,851$234K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …8,897$229K<0.01%new13F-HRTimelineGroup
Red Door Wealth Management, LLC8,650$229K0.02%new13F-HRTimeline
Coastal Bridge Advisors, LLC8,633$228K0.02%new13F-HRTimeline
Patten Group, Inc.8,583$227K0.04%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,561$226K0.01%-3013F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc8,555$226K<0.01%new13F-HRTimelineGroup
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…8,560$226K0.09%-40,69813F-HRTimelineGroup
Nautilus Advisors LLC8,515$225K0.15%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/8,500$225K<0.01%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,475$224K0.02%new13F-HRTimelineGroup
Redwood Wealth Management Group, LLC8,450$223K0.09%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,315$220K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC8,276$219K0.04%new13F-HRTimeline
Diligent Investors, LLC8,270$218K0.06%new13F-HRTimeline
Kingsview Wealth Management, LLC8,262$218K<0.01%new13F-HRTimeline
Midwest Trust Co8,249$218K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,208$217K0.01%-8,42313F-HRTimeline
Quadcap Wealth Management, LLC8,167$216K0.03%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,099$214K0.01%new13F-HRTimeline
Intrua Financial, LLC8,067$213K0.02%new13F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,000$211K0.04%new13F-HR/ATimeline
Smith Salley Wealth Management8,000$211K0.01%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,978$211K0.03%new13F-HRTimeline
Interchange Capital Partners, LLC7,970$211K0.04%new13F-HRTimeline
EntryPoint Capital, LLC7,839$207K0.08%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,816$206K0.08%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,742$205K0.02%new13F-HRTimeline
Nemes Rush Group LLC7,609$201K0.02%+27113F-HRTimeline
LANARK FINANCIAL, INC.7,427$196K0.02%-25013F-HRTimeline
AdvisorNet Financial, Inc7,206$190K0.01%+4113F-HRTimeline
Vermillion & White Wealth Management Gr…7,197$190K0.11%+19713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,185$190K<0.01%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.7,002$185K<0.01%+1,15113F-HRTimelineGroup
MAI Capital Management6,837$181K<0.01%+1,00313F-HRTimeline
WOLFF WIESE MAGANA LLC6,600$174K0.1%013F-HRTimeline
Copia Wealth Management6,096$161K0.12%+50413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,993$158K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,701$151K0.01%new13F-HRTimeline
Tidemark, LLC5,550$147K0.04%+65813F-HRTimeline
OSTRUM ASSET MANAGEMENT5,485$145K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5,350$141K0.02%+5,00013F-HRTimeline
DekaBank Deutsche Girozentrale5,166$141K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.5,325$141K<0.01%-3,81113F-HRTimeline
SOA Wealth Advisors, LLC.5,134$136K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…4,999$132K0.04%+4,56313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,585$121K<0.01%+1,14913F-HRTimelineGroup
Tortoise Investment Management, LLC4,520$119K0.01%+4313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,240$112K0.11%new13F-HR/ATimeline
Bank of New Hampshire4,200$111K0.03%013F-HRTimeline
Essential Partners LLC4,033$107K0.04%+2013F-HRTimeline
WealthCollab, LLC4,000$106K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,932$104K<0.01%+67813F-HRTimelineGroup
AllSquare Wealth Management LLC3,800$100K0.05%013F-HRTimeline
Root Financial Partners, LLC3,768$99.6K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,702$97.8K0.04%+37813F-HRTimelineGroup
Clearstead Advisors, LLC3,681$97.3K<0.01%+2213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,441$90.9K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC3,400$89.8K0.03%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,370$89K<0.01%013F-HRTimelineGroup
Guerra Advisors Inc3,326$87.9K0.03%new13F-HRTimeline
OSSIAM3,255$86K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.3,300$85.5K0.01%013F-HRTimeline
Oslo Pensjonsforsikring AS3,205$84.7K0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…3,200$84.5K0.11%new13F-HRTimeline
Wealthspire Advisors, LLC3,105$82K<0.01%new13F-HRTimeline
Caitlin John, LLC3,000$79.3K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC2,819$77.7K<0.01%+1,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,836$74.9K<0.01%+2,50013F-HRTimelineGroup
LRI Investments, LLC2,764$73K0.01%new13F-HRTimeline
FIRST HORIZON CORP2,711$71.6K<0.01%13F-HRTimeline
Archer Investment Corp2,500$66K0.01%013F-HRTimeline
IAG Wealth Partners, LLC2,461$65K0.01%013F-HRTimeline
MCF Advisors LLC2,448$64.7K<0.01%-62413F-HRTimeline
N.E.W. Advisory Services LLC2,279$60.2K0.01%-2,57413F-HRTimeline
Grove Bank & Trust2,004$52.9K0.01%+1,20713F-HRTimeline
BARRETT & COMPANY, INC.2,000$52.8K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC2,000$52.8K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co2,000$52.8K0.02%013F-HRTimeline
Hilltop National Bank1,976$52.2K0.01%+1,77613F-HRTimeline
Glen Eagle Advisors, LLC1,938$51.2K0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,842$49K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,845$48.7K<0.01%-33013F-HRTimeline
TOBAM1,734$46K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,700$44.9K0.01%013F-HRTimeline
WHITTIER TRUST CO1,750$44.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,648$44K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,651$43.6K<0.01%-3,29413F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,500$43.5K0.03%+1,20013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,610$42.5K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,599$42.2K<0.01%-96313F-HRTimeline
BFSG, LLC1,500$39.6K<0.01%+1,00013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,469$38.8K<0.01%+46913F-HRTimeline
ORG Partners LLC1,438$38K0.01%+1,00313F-HRTimeline
Cedar Wealth Management, LLC1,430$37.8K0.01%new13F-HRTimeline
Hemington Wealth Management1,430$37K<0.01%+10513F-HRTimeline
Hurley Capital, LLC1,400$37K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,351$36K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…1,341$35.4K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,331$35.2K<0.01%+4913F-HRTimeline
Parkside Financial Bank & Trust1,325$35K<0.01%+813F-HRTimeline
True Wealth Design, LLC1,301$34.4K0.01%+3213F-HRTimeline
Blume Capital Management, Inc.1,300$34.3K0.01%+45013F-HRTimeline
Aventura Private Wealth, LLC1,279$33.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,273$33.6K<0.01%+42713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,255$33.2K<0.01%+2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,250$33K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,230$32.5K0.01%+1,07513F-HRTimeline
Golden State Wealth Management, LLC1,200$31.7K<0.01%+20013F-HRTimeline
HighMark Wealth Management LLC1,200$31.7K0.01%+3913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,176$31K0.01%-1,12413F-HRTimeline
CX Institutional1,157$31K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,148$30.3K<0.01%-4,80913F-HRTimelineGroup
SJS Investment Consulting Inc.1,119$29.6K<0.01%+1,00013F-HRTimeline
Salomon & Ludwin, LLC1,168$29.5K<0.01%new13F-HRTimeline
Bogart Wealth, LLC1,075$28.4K<0.01%-3,97713F-HRTimeline
Bell Investment Advisors, Inc1,005$26.6K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC1,000$26.4K0.01%-4,20013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$26.4K0.02%013F-HRTimeline
WPG Advisers, LLC993$26.2K0.02%+10013F-HRTimeline
Aspect Partners, LLC957$25.3K0.01%-24613F-HRTimeline
Covestor Ltd963$25K0.01%-9,02313F-HRTimeline
Willis Johnson & Associates, Inc.935$24.7K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…900$23.8K0.01%-4513F-HRTimeline
AMERIFLEX GROUP, INC.876$23.1K0.01%new13F-HRTimeline
Quent Capital, LLC871$23K<0.01%new13F-HRTimeline
Abound Wealth Management860$22.7K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC839$22.2K<0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich801$21.2K<0.01%013F-HRTimeline
Aviso Financial Inc.800$21.1K<0.01%013F-HRTimeline
Matrix Trust Co796$21K<0.01%-19013F-HRTimeline
Financial Perspectives, Inc775$20.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.750$19.8K<0.01%-9,00013F-HRTimeline
Scarborough Advisors, LLC729$19.3K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…700$18.5K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC1,000$18.2K0.02%013F-HR/ATimeline
DAGCO, INC.681$18K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC666$17.6K<0.01%-7813F-HRTimeline
First Command Advisory Services, Inc.648$17.1K<0.01%new13F-HRTimeline
Estabrook Capital Management630$16.6K<0.01%013F-HRTimeline
NVWM, LLC600$15.9K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc600$15.9K0.01%-8113F-HRTimeline
Financially Speaking Inc600$15.9K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC566$15K<0.01%new13F-HRTimeline
Compagnie Lombard Odier SCmA534$14.1K<0.01%013F-HRTimeline
TFC Financial Management, Inc.516$13.6K<0.01%+9813F-HRTimeline
GPS Wealth Strategies Group, LLC507$13.4K<0.01%-40013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$13.2K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.500$13.2K<0.01%013F-HRTimeline
CNB Bank500$13.2K0.01%-2,00013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC511$12.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc486$12.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC476$12.6K<0.01%013F-HRTimeline
TSFG, LLC442$12K<0.01%013F-HRTimeline
Silicon Valley Capital Partners450$11.9K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd449$11.9K0.01%-3,16313F-HRTimeline
JPL Wealth Management, LLC416$11K<0.01%new13F-HRTimeline
Quarry LP401$10.6K<0.01%-9,45413F-HRTimeline
VISION FINANCIAL MARKETS LLC400$10.6K0.01%+25013F-HRTimeline
ADIRONDACK TRUST CO400$10.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT397$10.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.342$9.04K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC339$8.96K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC335$8.85K<0.01%013F-HRTimeline
Red Tortoise LLC328$8.67K<0.01%013F-HRTimeline
CENTRAL TRUST Co300$7.93K<0.01%+20013F-HRTimeline
Main Street Group, LTD300$7.93K<0.01%013F-HRTimeline